Personal Family Lawyer in Asset Enhancement

Alexis Neely

Alexis Neely graduated first in her class from Georgetown University Law Center in 1999 and went on to become an associate at the law firm of Munger, Tolles & Olson for three years before opening her own firm, Martin Neely & Associates, in Redondo Beach, CA in 2003.

Beverly Davidek

Endorsed Member

1295 E. Common St., New Braunfels, TX, USA

Beverly Davidek is Mom to three awesome young men: Gerard, Steven, and Nick. She’s been a practicing attorney for more than 20 years, and most of those years of practice have focused on areas that directly affect families — especially families with children: special education law, estate planning, guardianships, and general counsel for family-owned businesses. She has also served as an Assistant District Attorney for Bexar County, prosecuting child abuse and neglect cases.

David Feakes

A talented attorney dedicated to helping individuals and families make the very best legal decisions, David has been practicing law in Massachusetts since 1990. His practice focuses on estate planning, wealth transfer, and asset protection. He develops lifelong relationships with his clients, serving as a trusted advisor to them and to their families. David expertly guides his clients as they preserve and protect their assets, loved ones and legacies, including their intellectual, spiritual, and human assets.

Gerald Kane

Attorney Gerald L. Kane founded Gerald L. Kane & Associates in 1994, located in Encino, California. As a Personal Family Lawyer™ with the Family Wealth Institute he has devoted the last fourteen years to helping thousands of families and businesses in southern California achieve their goals of protecting their wealth through innovative estate and business planning. Gerald likes to think of his firm as a caring, forward-looking, problem-solving vehicle for legally and financially transitioning families, especially today's young family with small children, into the future.

Katie Charleston

Katie Charleston’s law practice focuses on developing relationships with clients in a way that promotes prosperity and long term success. Katie’s unique experiences have allowed her to excel in evaluating the needs of each client and designing plans that can accomplish their goals. In fact, it’s Katie’s goal to work to make each client’s life more fulfilling, and is in turn fulfilled in doing so.

Matt Meuli

Attorney Matt Meuli’s estate planning practice focuses on helping families enhance their lives today and secure their futures for tomorrow. He excels at guiding parents and grandparents through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of families and the accomplishment of cherished family goals. His considerable legal expertise includes family protection, wealth preservation, and values-based planning for couples, planning strategies for unmarried couples and divorced individuals, and all aspects of estate administration. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well lived, Matt will help you craft a plan to achieve your goals for your loved ones for today and years to come.

Alejandra Rodriguez

In practice since 2004, attorney Alejandra Rodriguez (who goes by Alex) is the principal and founder of Rodriguez Law Offices. She enjoys working with individuals and families as a trusted advisor. Alex works closely with her clients and assists them in navigating the estate planning landscape to design customized plans that will work for them and their families when it’s needed most.

Amy Hsiao

Hsiao Law 4275 Executive Square #200, La Jolla, San Diego, CA, USA

Amy Hsiao is an experienced estate planning and business attorney licensed to practice law in California. She recently received the “Family Business Lawyer” designation awarded by the national Family Wealth Planning Institute. Amy distinguishes herself by providing personal care and quality service, as well as a pro-active approach to legal planning, which sets her apart from traditional law firms. She is truly your personal family lawyer.

Benton Watson

Benton Watson is the founder of Watson Legal, P.C. Benton's practice at Watson Legal, P.C. focuses on business, family, and trusts and estates with emphases on life-long personalized service to families and entrepreneurs, representation of high level executives, and corporate representation of traditional businesses, law firms, small to medium sized start-ups, as well as high-tech, industrial, and midstream companies.

Christine Robbins

Robbins Law Firm 132 Joe V Knox Ave, Mooresville, NC, USA

I am an estate planning attorney and mother to three amazing children! After working at very large law firms for over 18 years, I finally realized my dream of opening my own law firm where I could educate and serve families and small business owners that do not always have access to big firm attorneys. When I started my family 7 years ago, not only did I change as a person, but I started to look at my profession from an entirely new perspective...as a parent! I realized that parents with minor children are hugely under-served and overlooked by most law firms despite the fact that they probably need estate planning more than any other segment of our community. I am passionate about protecting my family, and I know I am no different than every other parent. My firm's number one priority to is to help families recognize how important estate planning is even if they don't think they have an "estate" worth planning because its not about the money, its about the ones that we love. I am so very blessed to be able to help families and family business owners in my community, and I really look forward to working with you!

Darlynn Morgan

Morgan Law Group 1500 Quail; Suite 540, Newport Beach, CA, USA

Darlynn Morgan is the founder of Morgan Law Group, an Orange County law firm focused on estate planning for the entire family. Her straightforward and easy to understand legal advice has been featured in a number of publications including Forbes.com OC Metro Magazine, and the OC Register. She was named a Super Lawyer by Southern California Magazine in 2010 and 2011, which is awarded to the top 5% of lawyers in southern California, in addition to being named a top OC Attorney by OC Metro Magazine in 2010.

Deb Urbaitis

Courteous Law, P.C. 45 Gould St, Henniker, NH, USA

Attorney Deb Bess Urbaitis received her undergraduate degree from Texas A&M University in 1993. She spent several years teaching 5th graders at an Outdoor Education Center in east Texas and raft guiding in North Carolina and Tennessee. She then earned her Juris Doctorate from Franklin Pierce Law Center.

DeDe Soto

Soto Law Group 1101 Dove Street; Suite 200, Newport Beach, CA, USA

DeDe established Soto Law Group so she could dedicate herself to the needs of growing families and business owners. DeDe has a broad background of legal experience. From early on where she started practicing in family law and business litigation, and later when she developed an extensive real estate expertise. This expertise includes community planning/land-use entitlement, extensive negotiations with municipalities, local government and business owners on behalf of large real estate developers. Other areas of expertise include environmental compliance, conservation easements, and complicated acquisition issues.

Geoff Hoatson

Family First Firm 1212 Mount Vernon Street, Orlando, FL, USA

Growing up in Central Florida as the son of a physician I remember conversations about lawsuits; about a family colleague who had been named in a suit and lost everything; about suits that could occur from automobile or private property accidents. My family felt they had an increased exposure and after graduating from the University of Central Florida with a degree in Economics I applied to Law School with the focus of helping others live without fear.

Heather Bliss

Bliss Law Group 1105 Tacoma Avenue South, Tacoma, WA, USA

Founder and owner of the Bliss Law Group, Heather Z. Bliss, was drawn to family law largely because of the unexpected tragic loss of both her parents at a young age. Her and her brothers experienced a unique childhood after their parents’ deaths, and this incited her passion for helping families navigate through the legal system and the potential turmoil they face when dealing with court and the legal world when it directly impacts children and families. Her hope is to assist in alleviating stress and pain, and to help navigate the family to a successful resolution of their legal issues.

Jeff Lally

Hub Law Group P. C. 175 Derby Street, Suite 9, Hingham, MA, USA

…when people meet me for the first time and learn that I am a lawyer, many are surprised. Their expectation is that lawyers are “flashy, slick operators” – and that’s just not who I am. I like to think my calm and caring demeanor and desire to educate and truly do the right things for my clients will set me apart from the stereotypical lawyer. Being to some extent the “anti-lawyer” has its pitfalls. Let me give you some examples … One of my law firms areas of focus is Estate Planning. I’m in competition with the “do it yourself on-line” resources all the way up to up to and including the big law firms that give the clients “just what they ask for” – (not what they need). On one end of the spectrum, you get what you pay for … the cheapest possible “estate plan“. But here’s the problem … most of those “plans” are inadequate and truly do not address all of the needs of the “virtual client” … and guess what – the virtual client will never know or be able to rectify the problem because they’re dead before anyone finds out. The responsibility to get the estate straightened out then falls to loved ones … at more legal expense typically than doing it right in the first place (!). Never mind that this time should be reserved for allowing the family to grieve. Have you ever had a Sam Kinison moment? Remember the comedian who used to punctuate his jokes by screaming the punch line? The client will never know BECAUSE THEY’RE DEAD! But this is no joke! Never mind that his estate was a shambles, this is all too often the reality of “cheap, on-line” solutions. At the other end of the spectrum is the client that says “Can you draw me up a will” … and that’s exactly what the lawyer does … without understanding or explaining the full scope of the clients’ estate. I call this “the path of least resistance” type of law firm … they’ll make a bit of money, but guess what … if it is not completely adequate the client will never know BECAUSE … you get the idea.

Jiah Kim

Jiah Kim Associates 1562 First Ave #205-2004, New York, NY, USA

My own diverse international business, investment, and travel background puts me in a unique position to guide others on how to maintain their estates – including all forms of tangible and intangible assets. I see myself as a long-term partner for creating the right kind of future, and taking care of the bigger picture stuff in life so you can get back to enjoying the moment-by-moment details of your time.

Joshua Meier

Meier Law Firm 1303 Avocado Avenue, Suite 230, Newport Beach, CA, USA

Joshua is an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses achieve their dreams. He excels in helping families meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family’s complete protection and well-being.

Marianne Rantala

Located in the heart of Long Island, New York, the law firm of Marianne S. Rantala, P.C., focuses its practice on criminal defense and estate planning to best keep your family out of court and out of conflict. As an attorney with many years of experience, Marianne Rantala has successfully represented clients in a broad scope of criminal and estate related matters. She understands what you and your family are going through. She stands ready to defend your legal rights, plan for your family's future and fight for the best possible outcome .

Robert Everhart

I have been practicing law since 1987. My career has included drafting wills, solving problems with real estate as well as extensive work in the field of consumer and business bankruptcy. More recently, I’ve focused my practice on estate planning. From representing people in bankruptcies and real estate issues, I have seen what can go wrong. I bring this experience to work for you and accomplish your goals.

Shane Jasmine Young

Young Law Group 5940 S. Rainbow Blvd., Las Vegas, NV, USA

As a mother of 5, Shane's family brings an awareness and purpose in providing the best care and counsel to her clients. She approaches each client relationship with the intent of being a life-long, trusted advisor, empowering her clients to make well-informed decisions for themselves and their loved ones.

Shelly Freedenthal

Freedenthal Law 1150 Oak St, South Pasadena, CA 91030, USA

Michele (Shelly) Freedenthal's estate planning practice focuses on helping individuals and couples to prepare for life's inevitable end. Shelly knows firsthand how important it is to protect those assets (both financial and otherwise) that you have worked so hard to acquire, and to provide for your loved ones.

Shreya Ley

LayRoots 500 Yale Ave N #100, Seattle, WA, USA

Shreya will challenge you to a dance-off to settle disputes and describes herself as a “third culture kid.” She is originally a child of the global economy and knows too much about the oil & gas industry. She’s pleased with Seattle, but often travels back to Houston, TX for LayRoots and for the family business she started with her father. She started her career as a creative writer and ballet dancer, but found it difficult to achieve much success (while alive) in the fields if no one sees your work. After a brief stint as a college radio DJ, she resigned herself to working as a Chemical Engineer in the Oil & Gas world of Houston before going to law school.

Steven Boss

Boss Law 5956 Sherry Lane, Dallas, TX, USA

Mr. Boss has been practicing law for over 40 years. Early in his career his practice was mainly corporate transactional law for several large energy companies. He was responsible for negotiating and drafting numerous multi-million dollar contracts, both domestic and international. Later he acted as general counsel for more modestly sized energy companies where he handled a multitude of legal issues that arise in operating a dynamic business. In 2008 the company he was employed by was acquired and Mr. Boss entered the private practice of law forming Boss Law. At Boss Law he has focused primarily on business transactional matters, estate planning, and probate. Recently, Mr. Boss obtained additional training in a new and improved way to perform estate planning from the Family Wealth Planning Institute. Upon completion he received their designation as a Personal Family Lawyer®, and he now devotes the majority of his practice to assisting families and individuals with their estate planning needs.

Steven Rotenberg

We strive to serve the communities of Bingham Farms, Monroe, all of southeast Michigan, and Metro Detriot, MI as well. We serve not only people from our 2 office locations but the entire metro Detroit area including Detroit, Birmingham, West Bloomfield Township, and many more cities. That’s why we focus on tax law, immigration law, and family law. If you need assistance with a child custody or divorce issue, attorney Rotenberg can help. As you transition from one home to the next, Steven L. Rotenberg will tackle legal obstacles on your behalf. With more than 19 years of experience, Attorney Rotenberg can easily navigate the state and federal court systems. You need an advocate on your side when dealing with immigration issues including EB 5 visas and citizenship.

Vanessa began her legal career as a Trust Administrator for Wells Fargo, N.A., where her experience working closely with clients, portfolio managers, beneficiaries and other attorneys shed light on how a poor estate plan can ruin a family’s fortune and more importantly, their relationships.